To minimize configuration time, OnBase lets you apply all of the aging settings from one facility to other facilities in your system. When you copy settings, all aging settings configured for the current facility are applied to the selected facilities. You can then configure any individual aging settings that should vary between facilities.
To copy aging settings:
- To apply all delinquency aging configuration settings for the current facility to another facility in your system, click Copy. The Copy Delinquency Aging Settings dialog box is displayed.
- Select each facility that you want to assign the same aging configuration settings to.
- Click Save. OnBase requests confirmation to copy the configuration settings to the selected facilities. Once settings are copied, they are immediately saved. If you want to change the settings that were copied to other facilities, you must change each individual facility that the settings were copied to.
- Click Yes to proceed.
- Click Close.
- Modify any individual delinquency aging settings for each facility.